0001509873-17-000001.txt : 20170123
0001509873-17-000001.hdr.sgml : 20170123
20170123161155
ACCESSION NUMBER: 0001509873-17-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170123
DATE AS OF CHANGE: 20170123
EFFECTIVENESS DATE: 20170123
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sterling Investment Management, Inc.
CENTRAL INDEX KEY: 0001509873
IRS NUMBER: 860802628
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14058
FILM NUMBER: 17541166
BUSINESS ADDRESS:
STREET 1: 6262 N. SWAN ROAD, SUITE 210
CITY: TUCSON
STATE: AZ
ZIP: 85718
BUSINESS PHONE: 5202933311
MAIL ADDRESS:
STREET 1: 6262 N. SWAN ROAD, SUITE 210
CITY: TUCSON
STATE: AZ
ZIP: 85718
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001509873
XXXXXXXX
12-31-2016
12-31-2016
Sterling Investment Management, Inc.
6262 N. SWAN ROAD, SUITE 210
TUCSON
AZ
85718
13F HOLDINGS REPORT
028-14058
N
Crystal Kelly
Director of Client Services
520-293-3311
Crystal Kelly
Tucson
AZ
01-23-2017
0
43
70031
false
INFORMATION TABLE
2
sterlinginvtmtmgmt13f4q2016.xml
ALPHABET INC
CAP STK CL A
02079K305
823
1039
SH
SOLE
0
0
1039
ALPHABET INC
CAP STK CL C
02079K107
1373
1779
SH
SOLE
0
0
1779
ALTRIA GROUP
COM
02209S103
3091
45711
SH
SOLE
0
0
45711
ANHEUSER BUSCH INBEV SA
SPONSORED ADR
03524A108
1368
12970
SH
SOLE
0
0
12970
ANTHEM INC
COM
036752103
1592
11076
SH
SOLE
0
0
11076
APPLE INC
COM
037833100
3043
26273
SH
SOLE
0
0
26273
BANK AMER CORP
COM
060505104
2664
120529
SH
SOLE
0
0
120529
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
2929
12
SH
SOLE
0
0
12
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
9247
56734
SH
SOLE
0
0
56734
BP PLC
SPONSORED ADR
055622104
1307
34955
SH
SOLE
0
0
34955
CATERPILLAR INC DEL
COM
149123101
288
3107
SH
SOLE
0
0
3107
CHESAPEAKE ENERGY CORP
COM
165167107
772
109978
SH
SOLE
0
0
109978
CHEVRON CORP NEW
COM
166764100
1373
11665
SH
SOLE
0
0
11665
CISCO SYS INC
COM
17275R102
2595
85868
SH
SOLE
0
0
85868
COMCAST CORP NEW
CL A
20030N101
3041
44039
SH
SOLE
0
0
44039
CROWN CASTLE INTL CORP NEW
COM
22822V101
1585
18264
SH
SOLE
0
0
18264
CVS HEALTH CORP
COM
126650100
1497
18975
SH
SOLE
0
0
18975
DANAHER CORP DEL
COM
235851102
449
5770
SH
SOLE
0
0
5770
EOG RES INC
COM
26875P101
1447
14308
SH
SOLE
0
0
14308
EXXON MOBIL CORP
COM
30231G102
1205
13348
SH
SOLE
0
0
13348
FREEPORT MCMORAN INC
CL B
35671D857
995
75469
SH
SOLE
0
0
75469
GOLDMAN SACHS GROUP INC
COM
38141G104
2054
8576
SH
SOLE
0
0
8576
HILL ROM HLDGS INC
COM
431475102
825
14700
SH
SOLE
0
0
14700
HILLENBRAND INC
COM
431571108
401
10466
SH
SOLE
0
0
10466
KINDER MORGAN INC DEL
COM
49456B101
613
29614
SH
SOLE
0
0
29614
MCDONALDS CORP
COM
580135101
1333
10950
SH
SOLE
0
0
10950
MICROSOFT CORP
COM
594918104
3187
51282
SH
SOLE
0
0
51282
OAKTREE CAPITAL GROUP LLC
UNIT CL A
674001201
455
12144
SH
SOLE
0
0
12144
PAYPAL HLDGS INC
COM
70450Y103
1923
48722
SH
SOLE
0
0
48722
PFIZER INC
COM
717081103
1889
58147
SH
SOLE
0
0
58147
PHILIP MORRIS INTL INC
COM
718172109
1893
20692
SH
SOLE
0
0
20692
POTLATCH CORP NEW
COM
737630103
252
6050
SH
SOLE
0
0
6050
PROCTER & GAMBLE CO
COM
742718109
230
2735
SH
SOLE
0
0
2735
QUALCOMM INC
COM
747525103
1668
25582
SH
SOLE
0
0
25582
RAYONIER INC
COM
754907103
268
10077
SH
SOLE
0
0
10077
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
207
4004
SH
SOLE
0
0
4004
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
240
4958
SH
SOLE
0
0
4958
SPDR GOLD TRUST
GOLD SHS
78463V107
1604
14634
SH
SOLE
0
0
14634
SPDR S&P 500 ETF TR
TR UNIT
78462F103
662
2960
SH
SOLE
0
0
2960
UNITEDHEALTH GROUP INC
COM
91324P102
1650
10312
SH
SOLE
0
0
10312
VERIZON COMMUNICATIONS INC
COM
92343V104
2795
52359
SH
SOLE
0
0
52359
WAL MART STORES INC
COM
931142103
1503
21742
SH
SOLE
0
0
21742
WEYERHAEUSER CO
COM
962166104
1695
56337
SH
SOLE
0
0
56337